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Owner · Assetgrade, LLC

Patrick R Cote

CRD 5189191 · Named on Form ADV at one SEC-registered adviser

At a glance

Assetgrade, LLC, an SEC-registered wealth manager based in Boston, MA with $338 million in regulatory assets, lists Patrick R Cote on its Form ADV as Owner, a control person.

Firms and roles

  • Assetgrade, LLCOwnerWealth manager · Boston, MA · $338M in regulatory assets

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2013 (13 years)
Designations
Certified Financial Planner, Chartered Financial Analyst
Exams
Series 63
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Patrick’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
Locked
Employment history
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States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.